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REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 401k Plan overview

Plan NameREDDING ROOFING SUPPLY INC PROFIT SHARING PLAN
Plan identification number 002

REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

REDDING ROOFING SUPPLY INC has sponsored the creation of one or more 401k plans.

Company Name:REDDING ROOFING SUPPLY INC
Employer identification number (EIN):942496844
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01RON KNOWLES2023-12-13 RON KNOWLES2023-12-13
0022021-01-01SHERRY SHUFELBERGER2023-03-13 ELIZABETH BARRINGER2023-03-10
0022020-01-01ALAN SHUFELBERGER2021-10-12 ALAN SHUFELBERGER2021-10-12
0022019-01-01ALAN SHUFELBERGER2020-10-13 ALAN SHUFELBERGER2020-10-13
0022019-01-01
0022018-01-01
0022018-01-01ROBERTA CHASE2019-10-10 ROBERTA CHASE2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01ALAN SHUFELBERGER2013-05-02
0022011-01-01ALAN SHUFELBERGER2012-04-12
0022010-01-01ALAN SHUFELBERGER2011-01-27

Plan Statistics for REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN

401k plan membership statisitcs for REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN

Measure Date Value
2022: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01203
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-0123
Number of participants with account balances2022-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01206
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01129
Total of all active and inactive participants2021-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01138
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01199
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01184
Number of participants with account balances2020-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01202
Total number of active participants reported on line 7a of the Form 55002019-01-01151
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01175
Number of participants with account balances2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01158
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01141
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01133
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112

Financial Data on REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN

Measure Date Value
2022 : REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,838
Total income from all sources (including contributions)2022-12-31$-962,495
Total loss/gain on sale of assets2022-12-31$-175,003
Total of all expenses incurred2022-12-31$4,792,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,737,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,627
Value of total assets at end of year2022-12-31$3,241,772
Value of total assets at beginning of year2022-12-31$8,982,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,850
Total interest from all sources2022-12-31$18,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$36,828
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$700,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,350
Participant contributions at beginning of year2022-12-31$5,300
Liabilities. Value of operating payables at end of year2022-12-31$14,838
Total non interest bearing cash at end of year2022-12-31$27,214
Total non interest bearing cash at beginning of year2022-12-31$29,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,755,275
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,226,934
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,982,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,783,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,259,151
Income. Interest from corporate debt instruments2022-12-31$18,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$24,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-809,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,277
Employer contributions (assets) at end of year2022-12-31$1,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,737,930
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$1,405,526
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,676,410
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$7,095,570
Aggregate carrying amount (costs) on sale of assets2022-12-31$7,270,573
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KCOE ISOM
Accountancy firm EIN2022-12-31942222122
2021 : REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-20,865
Total unrealized appreciation/depreciation of assets2021-12-31$-20,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,974
Total income from all sources (including contributions)2021-12-31$1,368,202
Total loss/gain on sale of assets2021-12-31$131,053
Total of all expenses incurred2021-12-31$1,423,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,375,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$353,671
Value of total assets at end of year2021-12-31$8,982,209
Value of total assets at beginning of year2021-12-31$9,057,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,544
Total interest from all sources2021-12-31$32,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$11,405
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$700,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$156,333
Participant contributions at end of year2021-12-31$5,300
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$197,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$19,974
Total non interest bearing cash at end of year2021-12-31$29,453
Total non interest bearing cash at beginning of year2021-12-31$35,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-55,795
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,982,209
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,038,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,259,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,242,825
Income. Interest from corporate debt instruments2021-12-31$32,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$872,134
Net investment gain/loss from pooled separate accounts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$233,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,375,453
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,676,410
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,539,646
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$9,304,436
Aggregate carrying amount (costs) on sale of assets2021-12-31$9,173,383
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KCOE ISOM
Accountancy firm EIN2021-12-31480567703
2020 : REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-7,149
Total unrealized appreciation/depreciation of assets2020-12-31$-7,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,974
Total income from all sources (including contributions)2020-12-31$1,402,966
Total loss/gain on sale of assets2020-12-31$-23,757
Total of all expenses incurred2020-12-31$153,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$98,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$390,620
Value of total assets at end of year2020-12-31$9,057,978
Value of total assets at beginning of year2020-12-31$7,788,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,182
Total interest from all sources2020-12-31$80,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$21,599
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$700,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$156,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$19,974
Total non interest bearing cash at end of year2020-12-31$35,336
Total non interest bearing cash at beginning of year2020-12-31$29,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,249,029
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,038,004
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,788,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,242,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,025,978
Income. Interest from corporate debt instruments2020-12-31$80,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$962,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$234,553
Employer contributions (assets) at end of year2020-12-31$233,908
Employer contributions (assets) at beginning of year2020-12-31$236,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$98,755
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,539,646
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,488,075
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$714,913
Aggregate carrying amount (costs) on sale of assets2020-12-31$738,670
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KCOE ISOM
Accountancy firm EIN2020-12-31480567703
2019 : REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$51,703
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$51,703
Total unrealized appreciation/depreciation of assets2019-12-31$51,703
Total unrealized appreciation/depreciation of assets2019-12-31$51,703
Total transfer of assets to this plan2019-12-31$82,364
Total transfer of assets to this plan2019-12-31$82,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$51
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$51
Total income from all sources (including contributions)2019-12-31$1,226,662
Total income from all sources (including contributions)2019-12-31$1,226,662
Total loss/gain on sale of assets2019-12-31$-18,889
Total loss/gain on sale of assets2019-12-31$-18,889
Total of all expenses incurred2019-12-31$899,656
Total of all expenses incurred2019-12-31$899,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$866,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$866,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$330,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$330,468
Value of total assets at end of year2019-12-31$7,788,975
Value of total assets at end of year2019-12-31$7,788,975
Value of total assets at beginning of year2019-12-31$7,379,656
Value of total assets at beginning of year2019-12-31$7,379,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,887
Total interest from all sources2019-12-31$82,956
Total interest from all sources2019-12-31$82,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,575
Administrative expenses professional fees incurred2019-12-31$2,575
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$700,000
Value of fidelity bond cover2019-12-31$700,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$93,149
Contributions received from participants2019-12-31$93,149
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$51
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$51
Total non interest bearing cash at end of year2019-12-31$29,969
Total non interest bearing cash at end of year2019-12-31$29,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$327,006
Value of net income/loss2019-12-31$327,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,788,975
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,788,975
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,379,605
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,379,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,312
Investment advisory and management fees2019-12-31$30,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,025,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,025,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,071,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,071,087
Income. Interest from corporate debt instruments2019-12-31$82,956
Income. Interest from corporate debt instruments2019-12-31$82,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$780,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$780,424
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$237,319
Contributions received in cash from employer2019-12-31$237,319
Employer contributions (assets) at end of year2019-12-31$236,673
Employer contributions (assets) at end of year2019-12-31$236,673
Employer contributions (assets) at beginning of year2019-12-31$199,422
Employer contributions (assets) at beginning of year2019-12-31$199,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$866,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$866,769
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,488,075
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,488,075
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,103,281
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,103,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,192,209
Aggregate proceeds on sale of assets2019-12-31$1,192,209
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,211,098
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,211,098
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KCOE ISOM
Accountancy firm name2019-12-31KCOE ISOM
Accountancy firm EIN2019-12-31480567703
Accountancy firm EIN2019-12-31480567703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-21$0
2018 : REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$52,916
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,596
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$60,156
Value of total assets at end of year2018-12-31$81,979
Value of total assets at beginning of year2018-12-31$34,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$893
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$24
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$24
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$59,500
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,379
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$51
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$78
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$47,427
Value of net assets at end of year (total assets less liabilities)2018-12-31$81,979
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$786
Value of interest in pooled separate accounts at end of year2018-12-31$5,111
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,004
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$1
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$73,956
Value of interest in common/collective trusts at beginning of year2018-12-31$29,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$65
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-373
Net investment gain/loss from pooled separate accounts2018-12-31$-468
Net investment gain or loss from common/collective trusts2018-12-31$-6,502
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$656
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,596
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,103,281
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$185,520
Contract administrator fees2018-12-31$893
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KCOE ISOM
Accountancy firm EIN2018-12-31480567703
2017 : REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-4,855
Total unrealized appreciation/depreciation of assets2017-12-31$-4,855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$51
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$51
Total income from all sources (including contributions)2017-12-31$351,743
Total of all expenses incurred2017-12-31$317,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$306,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$188,976
Value of total assets at end of year2017-12-31$7,253,319
Value of total assets at beginning of year2017-12-31$7,219,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,506
Total interest from all sources2017-12-31$4,223
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$10,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$51
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$34,256
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,253,268
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,219,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$977
Income. Interest from corporate debt instruments2017-12-31$4,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,874,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,053,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$163,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$188,976
Employer contributions (assets) at end of year2017-12-31$188,976
Employer contributions (assets) at beginning of year2017-12-31$165,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$306,981
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$185,520
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KCOE ISOM
Accountancy firm EIN2017-12-31480567703

Form 5500 Responses for REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN

2022: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REDDING ROOFING SUPPLY INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number138036
Policy instance 1
Insurance contract or identification number138036
Number of Individuals Covered36
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,910
Total amount of fees paid to insurance companyUSD $23,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,910
Insurance broker organization code?4
Amount paid for insurance broker fees23774
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number138036
Policy instance 1
Insurance contract or identification number138036
Number of Individuals Covered151
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,482
Total amount of fees paid to insurance companyUSD $15,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,482
Amount paid for insurance broker fees0
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number138036
Policy instance 1
Insurance contract or identification number138036
Number of Individuals Covered160
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,629
Total amount of fees paid to insurance companyUSD $4,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,629
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number138036
Policy instance 1
Insurance contract or identification number138036
Number of Individuals Covered143
Insurance policy start date2019-02-05
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,924
Total amount of fees paid to insurance companyUSD $17,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,924
Insurance broker organization code?4
Amount paid for insurance broker fees17796
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-02-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JQ5K
Policy instance 1
Insurance contract or identification numberGAP-CP-JQ5K
Number of Individuals Covered147
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,662
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,662
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered164
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number464861
Policy instance 2
Insurance contract or identification number464861
Number of Individuals Covered164
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JQ5K
Policy instance 1
Insurance contract or identification numberGAP-CP-JQ5K
Number of Individuals Covered129
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,116
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC

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